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Feb 19, 2023 06:31 PM
I am trying to setup an automation for the following:
1) At a scheduled time (eg. 10am)
2) Send an email to records in Table 1
3) Condition: IF the record has been 'ticked' (A field in the table is a check box that must be ticked, for the email to be sent at 10am).
I can setup an email to be sent at a schedule time OR I can send an email if a record is ticked - but I can't seem to do all 3 of these steps. Any ideas? Thank you!
Solved! Go to Solution.
Feb 19, 2023 10:02 PM
The new repeating group function should help with this. Set up your automation to trigger at 10am, then use a "Find Record" action to grab all the records that have been ticked, and then add a repeating group that uses the results from the "Find Record" action.
In the repeating group, add a "Send an email" action. Should look something like this:
Feb 19, 2023 10:02 PM
The new repeating group function should help with this. Set up your automation to trigger at 10am, then use a "Find Record" action to grab all the records that have been ticked, and then add a repeating group that uses the results from the "Find Record" action.
In the repeating group, add a "Send an email" action. Should look something like this:
Feb 20, 2023 07:27 PM
That works! Thank you! 😄